Quick Start Guide

Get up and running with Pestle in minutes. This guide walks you through the essential steps to start managing your compliance and risk.

Step 1: Log In

Access your Pestle instance using the credentials provided by your administrator. If you're using SSO, click the appropriate provider button on the login page.

Step 2: Navigate Your Dashboard

After logging in, you'll see the main dashboard with:

• Analytics Overview - Key metrics and compliance status
• Recent Activity - Latest changes and submissions
• Quick Actions - Common tasks like creating assessments

Step 3: Import Your Data

Use the Data Import Wizard to bring in existing compliance data:

1. Navigate to Settings → Import Data
2. Select your data source (Excel, CSV, or previous GRC tool)
3. Map your fields to Pestle's data model
4. Review and confirm the import

Step 4: Set Up Your First Assessment

Create a compliance assessment to track your organization's posture:

1. Go to Compliance → Assessments
2. Click Create Assessment
3. Select a framework (e.g., SOC 2, ISO 27001, GDPR)
4. Assign team members to control areas

Step 5: Manage Risks

Document and track risks across your organization:

1. Navigate to Risk → Risk Register
2. Add risks with impact and likelihood ratings
3. Link risks to controls for mitigation tracking

Next Steps